New Year… Old Budget?
The start of a new year is often when we tell ourselves “This year I am going to [insert resolution here].” Maybe last year you decided to really start tracking your expenses (you know, with a budgeting tool, like Mint.com…
Top 10 Market Stories of 2011
As we look towards the New Year, we pause to reflect on all the events of the past 12 months. Financial Symmetry has covered several current events on our blog throughout 2011, and here are what we think the Top…
5 Financial Strategies for a Happy New Year
Consider taking capital gains For taxpayers in the 10% and 15% brackets, the capital gains rate is currently 0%. This is scheduled to last through the 2012 tax year. Maxing out your pre-tax retirement contributions or a period of unemployment…
Occupy “Insert City” Defined
A populist movement called Occupy Wall Street was born out of frustration over a decade’s long trend of growing wealth and income disparity between the very rich and the rest of the country. The anger is focused at corporate leaders…
SuperCommittee Failure = Success?
Would you believe that just 10 years ago, Congressional approval ratings hovered around 65%? Today, partly due to the way the debt ceiling debate was handled over the summer and the failure by the SuperCommitte that came out of that…
Euromess: How Will It Influence Your Investements?
The European Debt Fiasco has dominated headlines of late, so we wanted to provide perspective on the potential outcomes and how they may affect your investments. The Road Ahead The debate centers around the relationship between the strong and weak…
Give the Gift of Financial Planning
Finding that perfect gift for loved ones can often be stressful and exhausting. Wouldn’t it be great to give a gift they would never expect and that would payoff for many years to come? Enter the Gift of Financial Planning….
Grace Rooth joins Financial Symmetry
Financial Symmetry recently expanded our Operations Department by adding Grace Rooth as an Operations Specialist. Grace graduated from NC State University with a B.S. in Business Management – Finance and a Minor in Accounting. Shortly thereafter, Grace joined Financial Symmetry,…
Incentives for Wellness
As we pointed out in out our post on the cost of health care, getting healthcare costs under control is by far the number one thing we need to do for the long term fiscal health of our nation. The…
FSI Participates in O’Berry Center Golf Tournament
2011 marks the fourth year that Financial Symmetry partners have played in (and sponsored) the O’Berry Center Foundation Golf Tournament. This year, Chad Smith, CFP, and Bill Ramsay, CFP, along with two guests participated in the Foundation’s 19th annual event…
